Wp Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wp Advisors, LLC

$392 Million
Q3 2025

A detailed history of Wp Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wp Advisors, LLC holds 8,205 shares of SCHX stock, worth $220,796. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,205

Holding current value

$220,796

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 22, 2025	BUY	$24.46 - $26.5 $200,694 - $217,432	8,205 New	8,205 $216,000

Others Institutions Holding SCHX

# of Institutions

1,603

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

Us Bancorp \De\

206M
Shares

$5.55 Billion
6.45% of portfolio
Creative Planning Overland Park, KS

81.6M
Shares

$2.2 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

36M
Shares

$968 Million
1.06% of portfolio
Hbk Sorce Advisory LLC Erie, PA

34M
Shares

$916 Million
29.65% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

33M
Shares

$887 Million
9.79% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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